Left Right

Client Reporting

Related Categories

Asset Management, Client Reporting, Client Services
Title Client Service Associate – Institutional Investors
Categories Asset Management, Client Reporting, Client Services
Location Short Hills, NJ
Job Information

Our global Investment Management client is seeking to recruit an Institutional Marketing Associate to provide marketing and client service support to the firm’s institutional and investment consultant clients. The incumbent will be responsible for analyzing and maintaining client databases, meeting client reporting requirements and responding to various information and proposal requests (RFPs, RFIs, DDQs, etc.) in a timely manner.


  • Prepare and analyze various client, prospect and consultant reports, including DDQs, RFIs and RFPs, in a timely manner
  • Analyze, edit and compile data requests for client, prospect and consultant reports
  • Proactively update consultant databases with a strict attention to detail
  • Gather and analyze information using portfolio analysis systems
  • Assist key internal stakeholders with preparation for client, prospect and consultant meetings


  • Bachelor’s Degree
  • 5+ years client service, marketing or executive administrative support in a fast-paced deadline driven environment
  • Prior financial services industry experience preferred
  • Advanced project management skills with the demonstrated ability to handle multiple deadline driven project congruently
  • Highly organized and motivated with exceptional attention to detail
  • Well developed analytical skills with the ability to analyze and draw conclusions on complex data
  • Advanced MS Office skills
  • Prior exposure to portfolio analysis systems preferred
  • Strong team player with excellent communication, interpersonal and presentation skills
Apply Now